Overview
This report provides an overview of customer data specific to membership billing. Data in this report is based on active memberships that have a next billing date within the specified date range.
Use this report to view the customer name, membership type, payment method, invoice template, invoice total, and more.
Note: Memberships with no billing template are excluded from the report results.
How to find this report
Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Membership Billing.
Click the report name. Then you will be able to set filters and run the report.
Report filters
Type
Filter by type. This report can be run by a single membership type or all membership types.
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
Customer |
|
|---|---|
Next Billing Date | Next date the customer is billed for the membership. |
Membership Type | Type of membership attached to the customer. |
Customer’s Primary Payment Method | Type of payment the customer chooses to pay for the membership services. |
Preferred Payment Method | Type of method the customer desires to pay for the membership. |
Billing Template | Billing template attached to the recurring service as indicated in the customer record. |
Template Total | Total of all the items on the template. Sum of all the items on the billing template] Trigger: Job completed. |
Invoice Total | Total of all the items on the invoice. [Sum of all the items on the billing template + taxes] |